INTEGRATED FINANCIAL MANAGEMENT

Our team can help you better organize and control virtually every aspect of your nancial life. We believe that helping you preserve the wealth for tomorrow starts with more e cient nancial management today. We can help you manage:

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CREDIT AND LENDING

Credit cards, loans, capital and debt raising, structured nancing, equipment nancing, multi-currency lines of credit and more

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BUSINESS SALE OR PURCHASE

Business valuation, advise concentrated stock and restricted positions, and credit and equity sale and purchase options

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WEALTH TRANSFER

Smart wealth transfer strategies using insurance, trusts, gifting and family partnerships, or other strategies to pass on wealth the way you want

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RISK AND CONTINGENCIES

Risk management strategies such as insurance for life, disability and long-term care. We also help you establish contingency and succession plans, so it’s clear who can make nancial decisions if you can’t

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FAMILY CHANGES

Establish accounts, gifts and/or trust investments for children and grandchildren; manage accounts for family members with special needs; handle the moving, transferring and liquidating assets for separating spouses

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RETIREMENT PLANNING

Advise you on your employer-sponsored retirement plan investments, as well as any other retirement assets you have. We can also recommend tax-advantaged long-term portfolios and income options designed especially to support your life in retirement

Our objective is to bring you greater ease and e ciency throughout your entire nancial life, from simple credit card payments to the most involved business transactions.